Create and Edit PO Lines while matching Invoice Lines to PO Lines
It would be beneficial to add a feature that allows users to directly add invoice items to the PO when uploading an invoice and matching items. Currently, users must exit the invoice, edit the PO separately, and then return to match line items. A button should be introduced to copy invoice items directly to the PO. If the item doesn’t already exist on the PO, the button should create and link it, updating the PO accordingly. Additionally, provide a filter option for users to view only items with discrepancies, where linked PO and invoice items have mismatched descriptions, unit prices, or quantities.
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20 Aug, '25
Brad Slater on behalf of George Dugdale AdminHighlighted comment
On behalf of Janna Hayes, Novate Solutions.
Sometimes there are small discrepancies in the totals for items due to suppliers including 0.001 cents for example. It becomes clear there is a difference between the PO and the invoice when you are matching the invoice items to the PO items, and you then need to back out of that, go to the PO and edit it separately, and then back to the invoice to match the items again ensuring the totals of invoice and PO match.
It would be great if you could edit the PO item totals / unit prices while you are at the matching step since you have the invoice items and PO items side by side, and have both the PO update and invoice update at the same time.